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Tilia Fiduciary Partners’s SPDR Gold Trust GLD Stock Holding History

Tilia Fiduciary Partners’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-28
Closed -$4.99K – 238
2023
Q2 		$4.99K Hold
28
– – ﹤0.01% 431
2023
Q1 		$5.13K Hold
28
– – ﹤0.01% 421
2022
Q4 		$4.75K Sell
28
-43
-61% -$6.93K ﹤0.01% 417
2022
Q3 		$11K Buy
71
+43
+154% +$6.92K 0.01% 363
2022
Q2 		$5K Hold
28
– – ﹤0.01% 432
2022
Q1 		$5K Hold
28
– – ﹤0.01% 454
2021
Q4 		$5K Buy
+28
New +$4.7K ﹤0.01% 472

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Tilia Fiduciary Partners's GLD Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 28 shares — an estimated $4.99K sold.

Tilia Fiduciary Partners first reported a position in GLD in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q3 2022. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 28 SPDR Gold Trust shares in Q3 2023, an estimated $4.99K.
  • Tilia Fiduciary Partners first reported a position in SPDR Gold Trust in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's SPDR Gold Trust position peaked at $11K in Q3 2022.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.